Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
UNION BANK & TRUST COMPANY1+ years Service code 12 · EIN 47-0321480 | Investment management fees paid direc... | $15,397 |
MATRIX CLEARANCE AND SETTLEMENT1+ years Service code 33 · EIN 13-4046432 | Securities brokerage; Sub-transfer ag... | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,520 | $46,745-60.4% | $60,547-69.4% | $52,331-64.6% |
| Participation rate | 79.1% | 58.6%+20.5pp | 68.0%+11.2pp | 68.1%+11.0pp |
| Annual return | -0.86% | 0.61%-1.5pp | 335.64%-336.5pp | 4.54%-5.4pp |
| Employer contribution / active EE | $523 | $1,259-58.4% | $2,419-78.4% | $1,882-72.2% |
| Participant deferral / active EE | $1,588 | $2,145-26.0% | $3,328-52.3% | $3,022-47.5% |
| Admin fee / account holder | $87 | $537-83.7% | $4,536-98.1% | $592-85.2% |